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Benjamin F. Edwards & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7.17M Sell
276,366
-6,627
-2% -$173K 0.13% 181
2024
Q1 		$7.68M Sell
282,993
-24,927
-8% -$636K 0.14% 165
2023
Q4 		$7.73M Buy
307,920
+15,039
+5% +$345K 0.16% 154
2023
Q3 		$6.61M Buy
292,881
+6,261
+2% +$148K 0.25% 89
2023
Q2 		$6.79M Buy
286,620
+6,204
+2% +$140K 0.26% 84
2023
Q1 		$6.34M Sell
280,416
-7,710
-3% -$178K 0.27% 83
2022
Q4 		$6.3M Buy
288,126
+21,768
+8% +$477K 0.28% 86
2022
Q3 		$5.37M Buy
266,358
+12,549
+5% +$280K 0.27% 89
2022
Q2 		$5.31M Buy
253,809
+140,964
+125% +$3.25M 0.26% 91
2022
Q1 		$2.85M Buy
112,845
+6,633
+6% +$166K 0.13% 172
2021
Q4 		$2.85M Buy
106,212
+4,641
+5% +$124K 0.13% 176
2021
Q3 		$2.6M Buy
101,571
+4,170
+4% +$109K 0.13% 165
2021
Q2 		$2.54M Sell
97,401
-130,113
-57% -$3.36M 0.13% 172
2021
Q1 		$5.64M Buy
227,514
+27,177
+14% +$659K 0.3% 76
2020
Q4 		$4.55M Buy
200,337
+9,246
+5% +$193K 0.27% 87
2020
Q3 		$3.53M Buy
191,091
+25,599
+15% +$474K 0.24% 103
2020
Q2 		$2.9M Buy
165,492
+21,498
+15% +$350K 0.21% 118
2020
Q1 		$2.02M Buy
143,994
+9,330
+7% +$171K 0.17% 140
2019
Q4 		$2.7M Buy
134,664
+14,787
+12% +$286K 0.19% 133
2019
Q3 		$2.26M Buy
119,877
+18,873
+19% +$357K 0.18% 144
2019
Q2 		$1.92M Buy
101,004
+14,193
+16% +$266K 0.16% 155
2019
Q1 		$1.6M Buy
86,811
+11,877
+16% +$212K 0.15% 156
2018
Q4 		$1.2M Buy
74,934
+9,912
+15% +$173K 0.12% 180
2018
Q3 		$1.25M Buy
65,022
+5,529
+9% +$105K 0.12% 184
2018
Q2 		$1.09M Buy
59,493
+6,369
+12% +$115K 0.11% 200
2018
Q1 		$936K Buy
53,124
+20,688
+64% +$372K 0.1% 222
2017
Q4 		$576K Buy
32,436
+21,570
+199% +$372K 0.06% 292
2017
Q3 		$181K Buy
+10,866
New +$177K 0.02% 478

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.3% in Q2 2024, selling an estimated $173K and leaving 276,366 shares worth $7.17M. The position accounts for 0.13% of the portfolio, ranked #181.

Benjamin F. Edwards & Company first reported a position in SCHM in Q3 2017 and has held it in 28 quarters since. The position peaked at $7.73M in Q4 2023. 856 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Benjamin F. Edwards & Company held 276,366 shares of Schwab US Mid-Cap ETF worth $7.17M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 6,627 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $173K.
  • Schwab US Mid-Cap ETF made up 0.13% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #181 holding.
  • Benjamin F. Edwards & Company first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 28 quarters since.
  • Benjamin F. Edwards & Company's Schwab US Mid-Cap ETF position peaked at $7.73M in Q4 2023.
  • 856 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.